Creative Cutting Edge Trust Planning Strategies

MCLE Courses Available Online & iOS/Android App and with Live Webinars!

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About This Course

The Jobs Cut Tax Act, worries of future tax changes, and other developments (e.g. the Wacker case concerning self-settled trusts) have all served to dramatically change trust planning for clients of all wealth levels. This CLE course will review creative and cutting edge tax, trust and related planning techniques which practitioners can use to better serve clients. More in depth and objective discussion will be provided about the uses and issues of non-grantor trusts for income tax and other benefits, ING trusts and variants, self-settled trusts, and much more.

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